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Summary of forms and fees necessary for allowance of accounts

An estate administration reference material that details the forms and fees needed for allowance of accounts listed by the type of fiduciary.

The fees listed do not include the fee for a surcharge or a citation. The fee for a citation, if necessary, is an additional $15.00. Any party entering a complaint, petition or other civil action in which an initial filing fee is payable, and to which a separate docket number is assigned shall pay to the Register a surcharge of $15 in addition to the fee otherwise required. See, G. L. c. 262, § 4C. Adding a suffix does not create a separate docket number that requires a surcharge.

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Personal representative

Required account form and fee

MPC 853 or MPC 853a

See 2012 Uniform Fee Schedule under the “Accounts” category based on the gross value accounted for in Schedule A of the account.

Required petition form for allowance of a non final account & Decree and Order form and fee

Petition fee: $75.00

Required petition form for allowance of a final account & Decree and Order and fee

Petition fee: $75.00

Conservator

Required account form and fee

MPC 853 or MPC 853a

See 2012 Uniform Fee Schedule under the “Accounts” category based on the gross value accounted for in Schedule A of the account.

Required petition form for allowance of a non final account & Decree and Order form and fee

Petition fee: $75.00

Required petition form for allowance of a final account & Decree and Order and fee

Petition fee: $75.00

Trustee

Except trustee accounts filed pursuant to G. L. c. 215, s.6

Required account form and fee

MPC 859

See 2012 Uniform Fee Schedule under the “Accounts” category based on the gross value accounted for in Schedule A of the account.

Required petition form for allowance of a non final account & Decree and Order form and fee

Petition fee: $75.00

Required petition form for allowance of a final account & Decree and Order and fee

Petition fee: $75.00

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